The Pinnacle Group was formed in 1995 for the purpose of bringing together some of the top business and personal financial planners from across the country to share their individual expertise.
Carefully selected guests are invited to speak before our premier national study group at our spring and fall meetings. Every meeting is evaluated as to content and benefit to the group and input is given to the host of the next meeting. As a result, each member has benefited in personal and professional development, with the ultimate benefit to the community and clients they serve. Below are the dates of our upcoming meetings:
February 2009
Baltimore, MD
August 2009
Philadelphia, PA

"Everyone has talent. What is rare is the courage to follow the talent to where it leads."

Directory of Our Members
Mitch Arnold, CLU

Financial Services of Central Florida, Inc.
801 International Pkwy, 5th Floor
Lake Mary, FL 32746
Phone: (407) 323-5404
Fax:(407) 323-7054
E-mail: Mitch.Arnold@lpl.com
Larry Baker, CLU, ChFC

Baker Krizner Financial Planning
2230 North Limestone
Springfield, OH 45503
Phone: (937) 390-8750
Fax: (937) 390-8755
E-mail: larry@bakerkrizner.com
Website: www.bakerkrizner.com
Gregg Beemer

Capital Analysts of The Midwest, Inc.
3131South Dixie Dr., Suite 102
Dayton, OH 45439
Phone: (937) 293-8808
Fax: (937) 293-5075
E-mail: gregg.beemer@mics.net
Russell H. Bishop, Jr., CLU, ChFC, CFPR, CAPR

Harvest Advisers, LLC
550 Pinetown Rd., Suite #224
Fort Washington, PA 19034-2607
Phone: (215) 628-9200
Fax: (215) 628-8404
E-mail: russb@harvestadvisers.com
Website: www.harvestadvisers.com
Loren Buser

Loren Buser Insurance
2004 College Street
Cedar Falls, IA 50613
Phone: (319) 268-0494
Fax: (319) 268-0495
E-mail: B30327@cfu-cybernet.net

John S. Clarke, CLU, ChFC

Grayhill, Ltd.
800 18th Street Suite 200
Denver, CO 80202-2528
Phone: (303) 296-8201
Fax: (303) 296-8230
E-mail: jclarke@grayhill.net
Larry C. Clayton, CLU, ChFC

CFH Financial Services, Inc.
5050 Poplar Ave., Suite 1204
Memphis, TN 38157
Phone: (901) 761-1490
Fax: (901) 761-1086
E-mail: lclayton@cfhfinancial.com
Website: www.cfhfinancial.com
Jim S. Forbis, CLU, ChFC, CSA

CFH Financial Services, Inc.
5050 Poplar Ave., Suite 1204
Memphis, TN 38157
Phone: (901) 761-1490
Fax: (901) 761-1086
E-mail: jimforbis@cfhfinancial.com
Website: www.cfhfinancial.com
Grant Foster, CLU, ChFC, AEP

Foster Financial
507 West 18th Street
Austin, TX 78701
Phone: (512) 473-8682
Fax: (512) 473-2922
E-mail: gfoster@fosterfinancial.com
Website: www.fosterfinancial.com
Albert E. Gibbons, CLU, ChFC, AEP

AEG Financial Services
1288 Valley Forge Rd., #53
Phoenixville, PA 19460
Phone: (610) 917-8940
Fax: (610) 917-8962
E-mail: algibbons@algibbons.com
Website: www.algibbons.com
Dick Herrick, CLU, ChFC

Savage and Associates
P.O. Box 8526
Toledo, OH 43623
Phone: (419) 475-8665
Fax: (419) 725-7730
E-mail: dick.herrick@savageandassociates.com
Website: www.savageandassociates.com
Edwin W. Thauer, Jr., CLU, ChFC, LIC

Design Underwriting Inc.
985 Parchment Drive
Grand Rapids, MI 49546
Phone: (616) 957-3380
Fax: (616) 957-0343
E-mail: ed.thauer@designunderwriting.com
Website: www.designunderwriting.com
James Laurent, CLU, ChFC

Laurent & Associates
4701 Baptist Road, #105
Pittsburgh, PA 15227
Phone: (412) 885-3400
Fax: (412) 885-3402
E-mail: jflep@cs.com
Wayne Minich, CLU, ChFC

Applied Financial Concepts, Inc.
P.O. Box 472
Richfield, OH 44286-0472
Phone: (330) 659-2234
Fax: (330) 659-2151
E-mail: planning@appliedfin.com
Website: www.appliedfin.com
Donald L. Moore, CLU, ChFC

Chesapeake Financial Strategies, LLC
7505 Greenway Center Dr., #102
Greenbelt, MD 20770
Phone: (301) 474-8300
Fax: (301) 474-7755
E-mail: don.moore1@verizon.net
Mike Owens, CLU, ChFC, RFC

Strategic Legacy Advisors Inc.
875 South 48th Street
Lincoln, NE 68510
Phone: (402) 434-2442
Fax: (402) 434-2450
E-mail: maowens@alltel.net
Website: www.strategiclegacyadvisors.com
Guy Swain, CLU, ChFC, CFP

Lifetime Asset Management
7008 Harp's Mill Rd., #101
Raleigh, NC 27615
Phone: (919) 845-5315
Fax: (919) 845-5346
E-mail: guy@lifetimeasset.com
Timothy M. Reis, LUTCF

Reis Financial Services, LLC
2131 W. Washington Street
West Bend, WI 53095
Phone: (262) 338-0018
E-mail: tim@reisfinancial.net
Robert A. Wright

Wright & Company
25 Executive Drive, Suite E
P.O. Box 4819
Lafayette, IN 47903-4819
Phone: (765) 449-1775
Fax: (765) 447-4473
E-mail: wrightco@nlci.com
Website: www.thewrightapproach.com